Spencer Rife is a financial advisor with Truist Advisory Services in Richmond, VA. He holds Series 63 and Series 65 credentials and began his career with Truist in 2026. Prior to joining the firm, he worked in various educational roles at several colleges and a high school. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.

Justin Charnock is a financial advisor at Davenport & Company LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo Clearing and Wells Fargo Bank prior to joining Davenport in 2022. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, nonprofits, and corporations, providing asset management, brokerage, and advisory services. The firm’s investment approach includes dedicated portfolio management teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Pavitra Maharaj is a financial advisor at Citigroup Global Markets with 21 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Maharaj previously worked at HSBC Securities (USA) Inc and HSBC Bank USA, N.A., in addition to two prior tenures at Citigroup Global Markets. Citigroup Global Markets Inc. serves individual and institutional clients across various wealth segments, offering investment advisory programs, broker-dealer execution, and custody services. The firm implements multi-asset, multi-manager strategies through discretionary and non-discretionary programs and combines large institutional scale with unique market roles such as operating as a swap dealer and futures commission merchant.

Tara Archer is a financial advisor with Truist Advisory Services, holding a Series 66 designation and with 14 years of industry experience. Her career includes roles at BB&T Securities and Truist Investment Services, reflecting continuity through the firms’ transitions. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager-selection program implemented through both discretionary and non-discretionary arrangements.

David Henderson is a Series 66-licensed financial advisor at Davenport & Company LLC in Richmond, VA, with 22 years of industry experience. He has been with Davenport since 2000. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services.

Melissa Rooney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and approximately one year of experience in the industry. Her prior roles include positions at Capital One and The Bright Side Coaching LLC. She has also worked in marketing and brand management at various firms before entering the financial advisory field. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Stephanie Bednar is a financial advisor at Davenport & Company LLC in Richmond, VA, with 19 years of industry experience. She has been with Davenport since 2006 and holds the Series 66 designation. Davenport & Company serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services, organizing its asset management around dedicated portfolio teams and comprehensive advisory programs.

Charles Johnson is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Davenport & Company LLC since 1992. Johnson is a board member and finance committee member at Agecroft Hall, a museum in Richmond. Davenport & Company LLC serves individual and institutional clients, including banks, pension plans, trusts, and nonprofits, offering asset management, brokerage, public finance, and investment advisory services. The firm organizes its asset management through dedicated portfolio teams and provides separately managed accounts, mutual funds, and municipal bond strategies.

Brian Robson Jr. is a financial advisor with PlanMember Securities Corporation, holding Series 63 and Series 65 credentials and over 39 years of industry experience. He has worked at Orenduff & Associates since 2021 and runs Robson Financial Legacies, LLC, a business focused on insurance and annuities. Robson is also active in the community as a board member of the Richmond Council of the Navy League of the U.S. and serves on the executive committee of the Pine Point Citizens Association. PlanMember Securities Corporation provides retirement-plan advisory services to employers and participants, serving as an ERISA Section 3(38) fiduciary for many plans. The firm employs a top-down strategic asset allocation approach and manages risk-based mutual fund portfolios while offering educational support and personalized retirement planning.

Eugene Valentine Jr. is a Series 63-licensed financial advisor with Davenport & Company LLC in Richmond, VA, where he has worked since 1993. He has 43 years of industry experience and has been associated with Davenport since 1982. Outside of his advisory role, he serves on several local nonprofit boards, including as treasurer of the St. James Episcopal Church Endowment Fund and president of the Virginia Hot Springs Preservation Trust. Davenport & Company LLC serves individual and institutional clients, providing asset management, brokerage, public finance, and advisory services. Its investment approach includes dedicated portfolio manager teams and an Investment Policy Committee that oversees separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Ann Gurkin is a financial advisor with Davenport & Company LLC in Richmond, VA, holding Series 63 and Series 66 designations and 33 years of industry experience. She has been with Davenport & Company since 1999. Outside of her advisory role, she serves as treasurer and participates on the finance committee for the Peter Paul Development Center, an early childhood education center. Davenport & Company serves individual and institutional clients with asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm’s investment approach includes dedicated portfolio manager teams, an Investment Policy Committee, and a Manager Research team that oversees strategies across separately managed accounts, mutual funds, ETFs, and unified managed accounts.

Edward Butler is a financial advisor with &PARTNERS, holding a Series 66 designation and 22 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC, totaling 15 years at those firms. &PARTNERS serves a diverse client base, including individuals, institutions, and corporations, providing investment management and financial planning services. The firm employs a range of analytical approaches and offers both discretionary and non-discretionary management through proprietary and third-party strategies.

Ann Boyd is a financial advisor at Davenport & Company LLC with 17 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at The Leaders Group, Inc., Milestone Financial, Wells Fargo Clearing, Securities America, Inc., and Luken, LLC. Davenport & Company serves individual and institutional clients, offering asset management, retail brokerage, fixed income, public finance, and investment banking and advisory services. The firm combines a full advisory platform with an affiliated broker-dealer, managing multiple mutual funds and separately managed accounts through dedicated portfolio teams and research committees.

Joseph Lombard III is a financial advisor with Davenport & Company LLC in Richmond, VA. He holds a Series 66 designation and has 23 years of industry experience, including over two decades with Davenport. Davenport serves individual and institutional clients such as banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers a range of services including asset management, retail brokerage, fixed income, public finance, and investment banking and advisory, with investment strategies managed by specialized teams and an affiliated broker-dealer platform.

Ricky Lafon is a financial advisor at J. W. Cole Advisors, Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J. W. Cole Advisors since 2019. Prior to that, he was with Global Financial Private Capital, LLC for four years and has been involved with Financial Dynamics since 2014, where he provides insurance products as part of client financial plans. J. W. Cole Advisors is an SEC-registered investment adviser serving individuals, charities, corporations, retirement plans, and other entities through a national network of over 400 independent investment adviser representatives. The firm offers portfolio management, fee-based financial planning, access to third-party investment managers, and multiple managed account solutions with investment decisions implemented on either a discretionary or non-discretionary basis.

Ten Eyck Wellford Jr is a financial advisor with Davenport & Company LLC in Richmond, VA, holding a Series 66 license and 18 years of industry experience. He has been with Davenport since 2006. Outside of his advisory role, he serves on the Outside Advisory Council for DebtBook, participating occasionally in meetings and virtual discussions. Davenport & Company serves individual and institutional clients, including banks, pension and profit-sharing plans, trusts, estates, nonprofits, and corporations. The firm offers asset management, retail brokerage, fixed income, public finance, and investment banking services, with an emphasis on dedicated portfolio management teams and a comprehensive suite of advisory programs.

Daniel Sandiford is a financial advisor with Truist Advisory Services in Richmond, VA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with Truist Advisory Services and Truist Investment Services since 2021, following prior roles at Bb&T Securities and Bb&T Investment Services. Outside of his advisory work, Sandiford is a member of GREATSTONE CAMPS LLC, which operates summer vacation cottages, and serves as a board member for the finance council of St. Patrick’s Catholic Church in Richmond. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations, employing a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled research tools.

Robert Rice is a financial advisor at Davenport & Company LLC in Richmond, VA, holding a Series 66 designation with two years of industry experience. His prior work includes roles at Physical Therapy Solutions, Wood and Iron Gameday Restaurant and Bar, and CapCenter. Outside of finance, he works as a part-time food delivery driver for DoorDash. Davenport & Company serves individual and institutional clients such as banks, pension plans, trusts, and nonprofits, offering asset management, retail brokerage, fixed income, public finance, and investment banking services. The firm manages a range of investment strategies through dedicated portfolio teams and serves as adviser to multiple mutual funds while providing fee-based and commission-based account options.

Kimberly Cimburke is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. She has worked with SunTrust Advisory Services since 2016 and with SunTrust Securities since 2003. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools, to deliver its investment solutions.

Matthew Morgan is a CFP® professional with 10 years of experience in the financial advisory industry. He is currently affiliated with Commonwealth Financial Network and Cornerstone Wealth, where he has worked since 2019. Prior to that, he held roles at Valmark Securities, James River Asset Management, and James River Wealth Advisors. Outside of his advisory work, Morgan is a co-owner of Pine Ridge Retreat, LLC, a real estate venture in Macon, North Carolina. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser that serves a national network of approximately 2,900 advisors and hundreds of thousands of clients, managing over $200 billion in assets. The firm provides a broad adviser-support platform with various managed account programs, third-party asset manager access, and comprehensive back-office services.